THE ARC IN HAWAII has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE ARC IN HAWAII
| Measure | Date | Value |
|---|
| 2012: 403(B) THRIFT PLAN OF THE ARC IN HAWAII 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 170 |
| Total of all active and inactive participants | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 0 |
| 2011: 403(B) THRIFT PLAN OF THE ARC IN HAWAII 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 181 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 146 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 24 |
| Total of all active and inactive participants | 2011-07-01 | 170 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 170 |
| Total participants | 2011-07-01 | 340 |
| Number of participants with account balances | 2011-07-01 | 170 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 10 |
| 2010: 403(B) THRIFT PLAN OF THE ARC IN HAWAII 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 219 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 146 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 23 |
| Total of all active and inactive participants | 2010-07-01 | 169 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 1 |
| Total participants | 2010-07-01 | 170 |
| Number of participants with account balances | 2010-07-01 | 169 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 6 |
| 2009: 403(B) THRIFT PLAN OF THE ARC IN HAWAII 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 190 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 195 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 23 |
| Total of all active and inactive participants | 2009-07-01 | 218 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 1 |
| Total participants | 2009-07-01 | 219 |
| Number of participants with account balances | 2009-07-01 | 108 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 4 |
| Measure | Date | Value |
|---|
| 2013 : 403(B) THRIFT PLAN OF THE ARC IN HAWAII 2013 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $530 |
| Total income from all sources (including contributions) | 2013-06-30 | $109,690 |
| Total of all expenses incurred | 2013-06-30 | $979,763 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $979,763 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $50,523 |
| Value of total assets at end of year | 2013-06-30 | $0 |
| Value of total assets at beginning of year | 2013-06-30 | $870,603 |
| Total interest from all sources | 2013-06-30 | $59,167 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | Yes |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $85,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $50,523 |
| Participant contributions at beginning of year | 2013-06-30 | $3,726 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $530 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $-870,073 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $870,073 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $286,561 |
| Interest earned on other investments | 2013-06-30 | $59,167 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $580,316 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $979,763 |
| Did the plan have assets held for investment | 2013-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | CARBONARO DEMICHELE CPAS |
| Accountancy firm EIN | 2013-06-30 | 990303190 |
| 2012 : 403(B) THRIFT PLAN OF THE ARC IN HAWAII 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $530 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $1,893 |
| Total income from all sources (including contributions) | 2012-06-30 | $118,252 |
| Total of all expenses incurred | 2012-06-30 | $35,448 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $35,448 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $102,360 |
| Value of total assets at end of year | 2012-06-30 | $870,603 |
| Value of total assets at beginning of year | 2012-06-30 | $789,162 |
| Total interest from all sources | 2012-06-30 | $15,533 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $85,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $102,360 |
| Participant contributions at end of year | 2012-06-30 | $3,726 |
| Participant contributions at beginning of year | 2012-06-30 | $3,844 |
| Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $580,316 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $529,540 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $530 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $1,893 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $82,804 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $870,073 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $787,269 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Interest earned on other investments | 2012-06-30 | $15,533 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $286,561 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $255,778 |
| Net investment gain/loss from pooled separate accounts | 2012-06-30 | $359 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $35,448 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | CARBONARO DEMICHELE CPAS |
| Accountancy firm EIN | 2012-06-30 | 990303190 |
| 2011 : 403(B) THRIFT PLAN OF THE ARC IN HAWAII 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $1,893 |
| Total income from all sources (including contributions) | 2011-06-30 | $176,784 |
| Total of all expenses incurred | 2011-06-30 | $53,300 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $53,300 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $114,755 |
| Value of total assets at end of year | 2011-06-30 | $789,162 |
| Value of total assets at beginning of year | 2011-06-30 | $663,785 |
| Total interest from all sources | 2011-06-30 | $14,801 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $85,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $83,095 |
| Participant contributions at end of year | 2011-06-30 | $3,844 |
| Participant contributions at beginning of year | 2011-06-30 | $4,070 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $31,660 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $1,893 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $123,484 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $787,269 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $663,785 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $255,778 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $175,183 |
| Interest earned on other investments | 2011-06-30 | $14,801 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $529,540 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $484,532 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $159 |
| Net investment gain/loss from pooled separate accounts | 2011-06-30 | $47,228 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $53,141 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | CARBONARO DEMICHELE CPAS |
| Accountancy firm EIN | 2011-06-30 | 990303190 |
| 2010 : 403(B) THRIFT PLAN OF THE ARC IN HAWAII 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
